|
|
| AN INVENTORY OF CONSUMER DEBT |
| Name | | | | Date | April 12, 2021 |
| Type of Consumer Debt | | Creditor | | Current
Monthly
Payment* | | Latest
Balance
Due |
| Auto loans | | 1. | | $ | | $ |
| | | 2. |
| | | 3. |
| Education loans | | 1. |
| | | 2. |
| Personal installment loans | | 1. |
| | | 2. |
| Home improvement loan |
| Other installment loans | | 1. |
| | | 2. |
| Single-payment loans | | 1. |
| | | 2. |
| Credit cards (retail charge | | 1. |
| cards, bank cards, T&E | | 2. |
| cards, etc.) | | 3. |
| | | 4. |
| | | 5. |
| | | 6. |
| | | 7. |
| Overdraft protection line |
| Personal line of credit |
| Home equity credit line |
| Loan on life insurance |
| Margin loan from broker |
| Other loans | | 1. |
| | | 2. |
| | | 3. |
| | | | Totals | $ - 0 | | $ - 0 |
| Debt safety ratio | | = | Total monthly payments | × 100 = | $ - 0 | × 100 = | 0.0% |
| | | | Monthly take-home pay |
| *Leave the space blank if there is no monthly payment required on a loan (e.g., as with a
single-payment or education loan). |